Schwab Retirement Accounts with Power of Attorney
I have power of attorney on my wife's retirement accounts and can access them on the Schwab Web page with my login. Before the recent changes in how Quicken is authorized to download information from Schwab, these accounts were all downloading to Quicken. Now, only my accounts are downloading. This is a problem since my wife and I track all our accounts in Quicken. Her accounts still download to Personal Capital using my login ID. This is not an issue regarding legalities of doing this. From what I have read, Quicken cannot handle two Schwab download files, so I have not tried setting up those accounts to download with her login ID. I would love to hear from Quicken that they are aware of this issue and have plans to remedy it.
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